We offer an holistic and bespoke approach to financial planning advice. Our advice will cover all aspects of personal financial planning, if we need to engage with a specialist adviser (an accountant, solicitor or mortgage adviser) we will work with your adviser or recommend one that is suitable in the circumstances.
The main areas of advice are as follows:-
In addition to this, we are qualified and competent to advise on general tax planning, life assurance and income protection planning, debt planning and discussions regarding mortgages. We are not regulated to arrange mortgages, but can refer you to independent mortgage advisers if necessary.
The fee for our advice depends upon the complexity of your situation. We offer an initial consultation at our expense, which will help us identify the advice that you require, for which we can quote a fee. We have two main advice services; our Financial Planning Advice Service and Wealth Management Service. In most circumstances, once you become a client of Cresswell Cadenhead & Co. Ltd, there will be a need for ongoing advice in the future and this is covered by regular information updates, newsletters, information on our website and most importantly, our annual review service.
Please Contact Us for more information.